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Disclosery

IWO ISHARES TR

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RUS 2000 GRW ETF (fund)

1,019 managers (1,031 13F filers) reported a position in IWO shares at 2026-03-31, 30,529,305 shares in all. 56 filers opened a position and 79 filers sold out during the quarter.

Managers
1,019
13F filers
1,031
New
56
Added
270
Reduced
343
Sold out
79
Shares held by filers
30,529,305

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Bare Financial Services, Inc11,420$3.58M0.95%-43913F-HRTimeline
SACKS & ASSOCIATES, LLC11,399$3.58M2.66%+213F-HRTimeline
Versant Capital Management, Inc11,398$3.58M0.35%+11,19913F-HRTimeline
Rehmann Capital Advisory Group11,372$3.57M0.19%+1,35113F-HRTimeline
RIVERBRIDGE PARTNERS LLC11,144$3.5M0.09%-4,43213F-HRTimeline
Larson Financial Group LLC11,056$3.47M0.11%-1,37613F-HRTimeline
VestGen Advisors, LLC9,371$3.45M0.1%-18013F-HRTimeline
SIMON QUICK ADVISORS, LLC10,797$3.39M0.16%-40813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC10,787$3.38M<0.01%-1,99313F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/10,638$3.34M<0.01%-1,94813F-HRTimeline
Midwest Professional Planners, LTD.10,540$3.31M0.78%+39713F-HRTimeline
Independent Advisor Alliance10,505$3.3M0.04%+6,64313F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC10,477$3.29M2.64%+4213F-HRTimeline
Midwest Trust Co10,432$3.27M0.04%-66413F-HRTimeline
Foundations Investment Advisors, LLC10,425$3.27M0.04%+9,45313F-HRTimeline
Atlas Brown,Inc.10,302$3.23M0.97%-4513F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC10,299$3.23M0.18%013F-HRTimeline
Prospera Financial Services Inc10,134$3.18M0.05%-2,03513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,114$3.17M0.07%+10913F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS10,099$3.17M0.13%+97113F-HRTimelineGroup
Janney Montgomery Scott LLC10,053$3.15M0.01%-57613F-HRTimeline
Merit Financial Group, LLC10,031$3.15M0.02%+3,61913F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding9,806$3.08M-11,197Timeline
ASSETMARK, INCin group ASSETMARK, INC9,777$3.07M0.01%-3,60613F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.9,771$3.07M0.3%+65213F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding9,737$3.06MnewTimeline
BRIGHTON JONES LLC9,670$3.03M0.07%new13F-HR/ATimeline
Clearstead Advisors, LLC9,599$3.01M0.03%-40013F-HRTimeline
Golden State Wealth Management, LLC9,574$3M0.33%-28213F-HRTimeline
Wealthfront Advisers LLC9,519$2.99M0.01%+1213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC8,260$2.99M0.04%-18013F-HRTimeline
Arkadios Wealth Advisors9,482$2.98M0.05%+16513F-HRTimeline
SGL Investment Advisors, Inc.7,931$2.96M1.11%+70313F-HRTimeline
Geneos Wealth Management Inc.9,297$2.92M0.07%+15413F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP9,238$2.9M0.23%013F-HRTimelineGroup
Widmann Financial Services, Inc.9,208$2.89M1.72%+1413F-HRTimeline
CONGRESS ASSET MANAGEMENT CO9,191$2.88M0.02%-67,07313F-HRTimeline
Grey Fox Wealth Advisors, LLC9,170$2.88M0.56%-18113F-HRTimeline
BBR PARTNERS, LLC9,163$2.88M0.16%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC9,121$2.86M0.01%-2,61713F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…9,021$2.83M0.04%+96713F-HRTimelineGroup
Sand Hill Global Advisors, LLC8,984$2.82M0.09%013F-HRTimeline
TICINO WEALTH7,591$2.82M0.98%-83213F-HRTimeline
Mill Creek Capital Advisors, LLC8,964$2.81M0.06%013F-HRTimeline
One Capital Management, LLC8,856$2.78M0.08%+1,56413F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding8,782$2.76M+1,321Timeline
INVESTMENT PARTNERS, LTD.8,658$2.72M0.97%-8813F-HRTimeline
CORSAIR CAPITAL MANAGEMENT, L.P.8,484$2.66M0.4%013F-HRTimeline
1834 INVESTMENT ADVISORS CO8,262$2.59M0.32%-4613F-HRTimeline
World Investment Advisors8,249$2.59M0.04%+1,51013F-HRTimeline
Dorsey & Whitney Trust CO LLC8,240$2.59M0.14%013F-HRTimeline
&PARTNERS7,785$2.46M0.01%-10,57513F-HRTimeline
Whitegate Investment Counselors, Inc.7,823$2.45M0.78%013F-HRTimeline
Legacy Edge Advisors, LLC7,614$2.39M0.25%-17413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.7,604$2.39M0.22%-7113F-HRTimelineGroup
Private Advisor Group, LLC7,519$2.36M0.01%+56013F-HRTimeline
Legacy Bridge, LLC7,503$2.35M0.9%+17113F-HRTimeline
Washington Trust Bank7,499$2.35M0.17%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Relyea Zuckerberg Hanson LLC7,499$2.35M0.24%-43813F-HRTimeline
Grey Ledge Advisors, LLC7,402$2.32M0.52%+48213F-HRTimeline
CHEMUNG CANAL TRUST CO7,321$2.3M0.46%013F-HRTimeline
Blue Trust, Inc.7,315$2.3M0.03%-54913F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp7,309$2.29M0.01%-54,55513F-HRTimelineGroup
Index Technologies Group LLC7,092$2.23M2.42%+12413F-HRTimeline
Gotham Asset Management, LLC7,064$2.22M0.01%013F-HRTimeline
Private Wealth Asset Management, LLC6,987$2.19M0.23%013F-HRTimeline
Visionary Wealth Advisors6,970$2.19M0.1%+4313F-HRTimeline
Snowden Capital Advisors LLC6,949$2.18M0.06%-52013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…6,924$2.17M0.14%-4,65513F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.6,923$2.17M1.72%+4113F-HRTimeline
Kelsey Financial, LLC6,861$2.15M1.88%+1,16013F-HRTimeline
Somerset Group LLC5,990$2.13M1.59%013F-HRTimeline
jvl associates llc6,750$2.12M0.71%013F-HRTimeline
SONATA CAPITAL GROUP INC6,714$2.11M0.78%-2313F-HRTimeline
JMG Financial Group, Ltd.6,663$2.09M0.06%013F-HRTimeline
Financial Sense Advisors, Inc.6,594$2.07M0.42%+5,40413F-HRTimeline
Sequoia Financial Advisors, LLC6,475$2.03M0.01%+41813F-HRTimeline
RICE HALL JAMES & ASSOCIATES, LLC6,472$2.03M0.11%-20,07513F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…6,088$2.02M0.02%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…6,324$1.98M<0.01%-4613F-HRTimelineGroup
OneDigital Investment Advisors LLC6,221$1.95M0.02%+1,05313F-HRTimeline
Texas Yale Capital Corp.6,076$1.91M0.05%-213F-HRTimeline
Sentinel Advisory Group, LLC6,056$1.9M0.93%13F-HRTimeline
Private Advisory Group LLC6,032$1.89M0.13%new13F-HRTimeline
Cornerstone Wealth Management, LLC6,004$1.88M0.09%+52313F-HRTimeline
TimesSquare Capital Management, LLC6,000$1.88M0.03%new13F-HRTimeline
Sigma Planning Corp5,919$1.86M0.05%-3713F-HRTimeline
Haverford Trust Co5,909$1.85M0.02%-6213F-HRTimeline
Eukles Asset Management5,821$1.83M0.81%+55013F-HRTimeline
Ashton Thomas Private Wealth, LLC5,785$1.82M0.04%-6113F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC5,694$1.79M0.09%-19513F-HRTimeline
Dakota Wealth Management5,689$1.79M0.04%-2,35413F-HR/ATimeline
McAdam, LLC5,649$1.77M0.08%-15313F-HRTimeline
Robertson Stephens Wealth Management, L…5,626$1.77M0.05%-43813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,604$1.76M0.01%+86513F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC5,578$1.75M0.18%-7213F-HRTimeline
Wescott Financial Advisory Group, LLC5,512$1.73M0.15%+69313F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD5,500$1.73M<0.01%new13F-HRTimelineGroup
Eagle Strategies LLC5,403$1.7M0.2%-113F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.5,394$1.69M0.11%013F-HRTimelineGroup
Foundation Wealth Management, LLC\PA5,386$1.69M0.6%-24613F-HRTimeline
RPg Family Wealth Advisory, LLC5,386$1.69M0.35%+33313F-HRTimeline
Risk Paradigm Group, LLC5,379$1.69M1.44%+21313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,359$1.68M0.09%+20713F-HRTimeline
EQUITABLE TRUST CO5,352$1.68M0.08%+12213F-HRTimeline
Shakespeare Wealth Management, LLC5,338$1.68M0.4%-12613F-HRTimeline
Stronghold Wealth Management L.L.C.5,268$1.65M2.5%+1413F-HRTimeline
Krilogy Financial LLC4,711$1.64M0.05%+87813F-HRTimeline
DECISION INVESTMENTS, INC5,222$1.64M1.86%-21713F-HRTimeline
American State Bank (Iowa)5,192$1.63M0.78%+24113F-HRTimeline
Jasper Ridge Partners, L.P.5,145$1.61M0.04%013F-HRTimeline
Lewis Asset Management, LLC5,136$1.61M0.66%013F-HRTimeline
Quantinno Capital Management LP5,135$1.61M<0.01%-61213F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.5,130$1.61M0.75%new13F-HRTimeline
MATHER GROUP, LLC.5,112$1.6M0.02%-513F-HRTimeline
Meramec Financial Planners, LLC4,462$1.6M0.63%-87313F-HRTimeline
Compound Planning, Inc.5,079$1.59M0.05%+83613F-HRTimeline
Curated Wealth Partners LLC5,075$1.59M0.2%-15,75113F-HRTimeline
Pointe Capital Management LLC5,039$1.58M0.78%+30513F-HRTimeline
Meridian Wealth Management, LLC5,037$1.58M0.06%+15113F-HRTimeline
HRT FINANCIAL LP5,021$1.57M<0.01%+1,96413F-HRTimeline
Ironwood Financial, llc4,983$1.56M0.27%-15813F-HRTimeline
McKinley Carter Wealth Services, Inc.4,942$1.55M0.09%-2413F-HRTimeline
Sterling Capital Management LLC4,928$1.55M0.03%+95213F-HRTimeline
Jackson, Grant Investment Advisers, Inc.4,916$1.54M0.52%-14013F-HRTimeline
Connecticut Wealth Management, LLC4,862$1.53M0.06%-42613F-HRTimeline
Tranquility Partners, LLC4,969$1.52M0.57%+29213F-HRTimeline
MWA Asset Management4,784$1.5M0.82%+8613F-HR/ATimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…4,739$1.49M0.01%-1,35513F-HRTimelineGroup
TRUST POINT INC.4,734$1.49M0.13%-7113F-HRTimeline
Affinity Capital Advisors, LLC4,668$1.46M0.21%-20013F-HRTimeline
CHATHAM CAPITAL GROUP, INC.4,645$1.46M0.21%-7013F-HRTimeline
APPLETON PARTNERS INC/MA4,619$1.45M0.1%-2013F-HRTimeline
Naviter Wealth, LLC4,560$1.43M0.18%013F-HRTimeline
Chicago Capital, LLC4,466$1.4M0.04%-1213F-HRTimeline
UMB Bank, n.a.4,464$1.4M0.02%-26813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Vawter Financial, Ltd.4,462$1.4M0.59%-9913F-HR/ATimeline
Navis Wealth Advisors, LLC4,451$1.4M0.71%-94513F-HRTimeline
BOSTON FAMILY OFFICE LLC4,441$1.39M0.09%013F-HRTimeline
Cornerstone Wealth Advisors, Inc.4,398$1.38M0.32%-72413F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC4,397$1.38M1.11%013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.4,382$1.38M0.65%-2613F-HRTimeline
Valeo Financial Advisors, LLC4,372$1.37M0.03%+16613F-HRTimeline
Lighthouse Financial LLC4,360$1.37M0.83%-10013F-HRTimeline
Armstrong, Fleming & Moore, Inc4,308$1.35M0.57%013F-HRTimeline
Crestwood Advisors Group, LLC4,301$1.35M0.02%-1,19813F-HRTimeline
SilverOak Wealth Management LLC4,260$1.34M0.21%-9313F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…4,191$1.32M0.02%-21313F-HRTimelineGroup
Integrated Advisors Network LLC4,171$1.31M0.07%-4413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC4,109$1.29M0.03%+53513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC4,081$1.28M0.02%-20613F-HRTimelineGroup
Veery Capital, LLC4,051$1.27M0.39%013F-HRTimeline
Fortitude Family Office, LLC3,995$1.25M0.28%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,985$1.25M0.02%-2,36913F-HRTimelineGroup
MMA ASSET MANAGEMENT LLC3,955$1.24M0.44%+13513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.3,882$1.22M0.08%+16513F-HRTimelineGroup
DIVERSIFIED TRUST CO3,859$1.21M0.02%+25213F-HRTimeline
Frederick Financial Consultants, LLC3,846$1.21M0.6%-6313F-HRTimeline
Bragg Financial Advisors, Inc3,842$1.21M0.04%+913F-HRTimeline
Intrepid Financial Planning Group LLC3,799$1.2M0.49%+18513F-HRTimeline
Atria Investments, Inc3,823$1.2M0.01%-3,46813F-HRTimeline
HBK Sorce Advisory LLC3,233$1.19M0.02%-15913F-HRTimeline
ALLSTREET CAPITAL ADVISORS LLC3,783$1.19M0.88%+14513F-HRTimeline
Intrua Financial, LLC3,770$1.18M0.13%-2,08813F-HRTimeline
Fiduciary Alliance LLC3,375$1.17M0.07%+25413F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC3,735$1.17M<0.01%-2,54713F-HRTimelineGroup
Strategic Wealth Partners, Ltd.3,712$1.16M0.08%013F-HRTimeline
Betterment LLC3,694$1.16M<0.01%+1,29713F-HRTimeline
Smartleaf Asset Management LLC3,846$1.16M0.04%+89613F-HRTimeline
ASPIRIANT, LLC3,634$1.14M0.03%-13213F-HRTimeline
LANARK FINANCIAL, INC.3,579$1.12M0.08%+6913F-HRTimeline
WESBANCO BANK INC3,576$1.12M0.03%+16413F-HRTimeline
INSIGHT 2811, INC.3,558$1.12M0.49%+2513F-HRTimeline
RIVERSEDGE ADVISORS, LLC3,557$1.12M0.18%013F-HRTimeline
DAVIDSON TRUST CO3,545$1.11M0.48%+10213F-HRTimeline
Walsh & Associates, LLC3,537$1.11M1.1%+1013F-HRTimeline
BAYBAN3,531$1.11M0.96%013F-HRTimeline
CENTAURUS FINANCIAL, INC.3,523$1.11M0.05%-46013F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS3,159$1.1M0.3%013F-HRTimeline
Guidance Point Advisors, LLC3,499$1.1M0.26%+1713F-HRTimeline
Glass Jacobson Investment Advisors llc3,469$1.09M0.38%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV3,436$1.08M0.39%+6413F-HRTimeline
Clarion Wealth Managment Partners, LLC3,408$1.07M0.97%-3813F-HRTimeline
Forum Finance Group S.A.4,185$1.07M0.58%13F-HRTimeline
Quadcap Wealth Management, LLC3,400$1.07M0.12%+3913F-HRTimeline
Keudell/Morrison Wealth Management3,399$1.07M0.22%013F-HRTimeline
Ironwood Investment Counsel, LLC3,368$1.06M0.15%+1413F-HRTimeline
DHJJ Financial Advisors, Ltd.3,348$1.05M0.35%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,303$1.04M0.01%+1,14613F-HRTimelineGroup
GC Wealth Management RIA, LLC3,296$1.03M0.04%+2,27113F-HRTimeline
Savvy Advisors, Inc.3,295$1.03M0.03%+1,86913F-HRTimeline
Stonebridge Financial Planning Group, L…3,281$1.03M0.38%-29113F-HRTimeline
FAS Wealth Partners, Inc.3,235$1.02M0.06%+14113F-HRTimeline
INTEGRITY ALLIANCE, LLC.3,226$1.01M0.04%-3913F-HRTimeline
CANANDAIGUA NATIONAL CORPin group CANANDAIGUA NATIONAL BANK & T…3,219$1.01M0.09%13F-HRTimelineGroup
DIVERSIFIED MANAGEMENT INC3,211$1.01M0.17%+62913F-HRTimeline
Parallel Advisors, LLC3,207$1.01M0.02%+20113F-HR/ATimeline
INDEPENDENT FINANCIAL GROUP, LLC3,181$998K0.02%-6013F-HR/ATimeline
ACIMA PRIVATE WEALTH, LLC3,170$995K0.31%013F-HRTimeline
Allegheny Financial Group3,144$987K0.13%+113F-HRTimeline